Manage your firm, clients, and team on one AI-powered platform
Intuit Accountant Suite gives you the business tools and AI-powered workflows to boost efficiency, streamline operations, and make more confident decisions—all in one place.
Offering free and premium plans to meet your firm’s needs
Meet the future of strategic client advisory
Intuit Intelligence uses AI and business data to help you get more done, make confident decisions for your firm and clients, and grow your firm with speed and accuracy.
Designed by you. Built by us.
Unlock the power of the Intuit platform with features built specifically for accounting firms.
All your client files, all in one place
Manage all your client files with one sign-in. Easily organize your client list based on any segment you define, from industry to region and office, using client custom fields.*
A custom dashboard for every team member
The customizable Home dashboard surfaces daily tasks, reminders, and insights for each team member. Plus, it shows disconnected bank feeds, third party apps, and more.
Strengthen relationships, streamline communication
Gather leads, automate follow-ups, and draft personalized responses. Plus, schedule appointments and conduct video calls directly from Customer Hub.
Assign role-based access to your team
Easily separate duties so you and your team can confidently manage services like accounts payable, bill pay, accounts receivable, payments, and payroll.*
Spot issues faster with anomaly detection
Intuit AI monitors your entire client portfolio, proactively identifying important trends and anomalies for you across financial KPIs, payroll data, and AP/bill pay data.*
Grow advisory services with Client Insights
Get an overview of your clients, complete with customizable views and segments, so you can surface the right insights and key benchmarks in one place.*
Faster month-end with Books Close*
Manage and complete all your monthly close activities in one place while ensuring quality and timely delivery. Tailor the review and close process with customizable templates, custom statuses, and multiple assignees according to your firm’s specific preferences.
Ask about any client’s books, anywhere*
Train your firm for the future
Confidently bulk assign role-based access and controls*
Tools for firms of all sizes
The tools you need, when you need them
My Menu provides accountant-exclusive tools to perform complex tasks quickly, clean up client books efficiently, and manage workflows.
Simplify setup with chart of accounts templates
Save time and automate workflows with chart of accounts templates, recurring transactions, bank feeds, and import statements.
Operational efficiency with client numbers
Managing your entire client list with your firm's own customizable numbering system to help streamline searching, tracking, and billing.
"Intuit Accountant Suite is what we've been wanting."
Carla Caldwell, Founder/CEO, Caldwell Consulting & Training LLC
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